Nippon India Vision Fund vs HDFC Large and Mid Cap Fund compare
HDFC Large and Mid Cap Fund - Growth Option
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
Chart Comparison
Overview
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
Fund | HDFC Large and Mid Cap Fund - Growth Option | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹26849 Cr | ₹6198 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 18 Feb 1994 | 08 Oct 1995 |
Category | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
Turn Over | 9.01% | 74% |
Expense Ratio | 1.66 | 1.96 |
Manager | Dhruv Muchhal | Amar Kalkundrikar |
ISIN Code | INF179KA1RT1 | INF204K01406 |
Exits Load | HDFC Large and Mid Cap Fund - Regular - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Nippon India Vision Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
1 Month | -2.02% | -1.72% |
6 Month | 9.51% | 8.44% |
1 Year | -1.02% | 1.56% |
3 Year | 21.61% | 21.88% |
5 Year | 27.35% | 25.02% |
SIP Return Analysis
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
6 Month | 6.34% | 5.03% |
1 Year | 8.64% | 7.16% |
3 Year | 19.83% | 20.89% |
5 Year | 21.45% | 20.51% |
Rolling Lumpsum Returns
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
1 Year | 13.8% | 17.86% |
3 Year | 11.12% | 15.48% |
5 Year | 11.46% | 14.72% |
Risk Management
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
Standard Deviation | 14.53% | 13.54% |
Sharp | 1.25% | 1.31% |
Beta | 1.01% | 0.95% |
Alpha | 4.47% | 5.00% |
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Fund Managers
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
Name | Dhruv Muchhal | Amar Kalkundrikar |
Total AUM | ₹520687 Cr | ₹19671 Cr |
Funds Managed | 40 | 4 |
HDFC Large and Mid Cap Fund - Growth Option | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
Market Cap
Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
Others | 4.83 | 5.89 |
Large Cap | 45.07 | 55.61 |
Small Cap | 14.56 | - |
Mid Cap | 35.53 | 38.5 |
Sector Allocation
Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
Others | 1.78 | 1.8 |
Communication Services | 3.31 | 3.69 |
Basic Materials | 6.4 | 10.33 |
Energy | 3.2 | 6.64 |
Technology | 9.69 | 11.02 |
Consumer Cyclical | 12.95 | 13.27 |
Healthcare | 12.12 | 6.86 |
Industrials | 11.12 | 11.7 |
Financial Services | 31.13 | 23.38 |
Consumer Defensive | 2.5 | 5.28 |
Real Estate | 2.01 | 1.9 |
Utilities | 3.78 | 4.11 |
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